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508 Central Ave, Osseo, MN 55369 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-09-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New Generation Wealth Management, Llc | Champlin | MN | 01/2019 | 03/2023 |
| Ray Creek Development, Llc | Champlin | MN | 06/2017 | Present |
| Ray Creek, Llc | Champlin | MN | 06/2017 | Present |
| Holker Law Offices, Pllc | Champlin | MN | 09/2006 | Present |
| Asset Protection Services | Champlin | MN | 06/2002 | Present |
| New Generation Wealth Management, Llc | Osseo | MN | 09/2024 | Present |
(1)Holker Law Offices, PLLC; Owner/Estate Planning Attorney; Champlin, MN; 09/2006; non-investment related; Approximately 50 hours per month spent in this business practice; 30 hours during securities trading. (2)Asset Protection Services; Independent Insurance Agent; Champlin, MN; 06/2002; investment related; Approximately 50 hours per month spent in this business practice; 30 hours during securities trading. (3)Ray Creek Development, LLC and Ray Creek, LLC; Owner; Real Estate Development; Champlin, MN; 06/2017; non-investment related; Approximately 13 hours per month spent in these business practices; 0 during securities trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-02 |
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